Close + Slack
Create channel messages in Slack for new notes in Close
Stay connected with your team by instantly sharing new notes from Close in your Slack channels. This automation workflow lets you send channel messages in Slack whenever a new note is added in Close. It's an excellent way to keep everyone informed and foster collaboration, without any manual effort.
Stay connected with your team by instantly sharing new notes from Close in your Slack channels. This automation workflow lets you send channel messages in Slack whenever a new note is added in Close. It's an excellent way to keep everyone informed and foster collaboration, without any manual effort.
- When this happens...
New NoteTriggers when a new Note is created.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
ActionWriteCreate a new record or update an existing record in your app.
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New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Trigger ActionsRequired
Custom Object TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Limitations
Lead Smart View
(deprecated) Search Query
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote Contains Words Starting With...
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStatus ID
Status Label
Status Type
Value Period
Assigned to User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Unsubscribed Email
Triggers when a new email address is unsubscribed from Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Call IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source Lead IDRequired
Destination Lead IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send Done EmailRequired
TypeRequired
Lead Smart View or (deprecated) Search QueryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Action TypeRequired
Smart View or (deprecated) Search QueryRequired
Workflow ID
Send Done EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Name
Title
Url
Office Phone
Mobile Phone
Home Phone
Direct Phone
Fax Phone
Other Phone
Office Email
Home Email
Direct Email
Other Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Custom Object TypeRequired
Custom Object NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Export TypeRequired
FormatRequired
Lead Smart View or (deprecated) Search Query
Fields
Include Activities
Include Smart Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company Name
Description
URL
Status
Contact Name
Contact Title
Contact Office Email
Contact Direct Email
Contact Home Email
Contact Other Email
Contact Office Phone
Contact Direct Phone
Contact Mobile Phone
Contact Home Phone
Contact Fax Phone
Contact Other Phone
Contact URL
Address Label
Address Street 1
Address Street 2
Address City
Address State
Address ZIP Code
Address Country
Note
Text
Note
Task Text
Task Due Date
Task Assignee
Note
Opportunity Status
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Date
Opportunity Note
Opportunity User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead Smart View or (deprecated) Search QueryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity Query
Lead Smart View or (deprecated) Search Query
Status Types
Statuses
User IDs
Start Date
End Date
Or Use a Date Range Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User ID
Start Date
End Date
Or Use a Date Range Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
QueryRequired
Share With Specific Users
Or Share With Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Report TypeRequired
Lead Smart View or (deprecated) Search Query
Start Date
End Date
Or Use a Date Range Label
User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group(s) to Select From
Availability
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phone NumberRequired
Call Forwarding Enable/DisableRequired
Forward to Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call IDRequired
Contact
Text
Phone Number
Duration
Recording URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Activity IDRequired
Custom Activity TypeRequired
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Company Name
Description
Url
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity IDRequired
Assigned to User
Contact ID
Status
Confidence
Value
Value Period
Close Date
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Smart View IDRequired
Name
Query
Share With Specific Users
Or Share With Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Text
User ID
From Email Or Domain
From Name
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom Activity TypeRequired
Status
Lead ID
Search by Custom Activity ID
ActionThis is an event a Zap performs.SearchFind existing data in your appGroup Name
Group ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Date
Assigned To
Status
Title
Lead ID
Search by Meeting ID
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunity Status ID
Opportunity Status Type
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Close Date
Opportunity User
Opportunity Note
Opportunity Lead ID
Or Search by Opportunity ID
ActionThis is an event a Zap performs.SearchFind existing data in your appAssigned To
Due Date
Description
Is Complete
Lead ID
Or Search by Task ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Contact Name
Contact Title
Contact Email
Contact Phone
Lead ID
Search by Contact ID
LeadRequired
Name
Title
Url
Office Phone
Mobile Phone
Home Phone
Direct Phone
Fax Phone
Other Phone
Office Email
Home Email
Direct Email
Other Email
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundResult LimitRequired
Custom Object TypeRequired
Lead ID
Custom Object Name
Search by Custom Object ID
Lead IDRequired
Custom Object TypeRequired
Custom Object NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote Contains Words Starting With...
Lead IDRequired
Or Search by Note ID
Text TypeRequired
Attachments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAssigned To
Due Date
Description
Is Complete
Lead ID
Or Search by Task ID
Assigned To
LeadRequired
Date
TextRequired
Is Complete
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Call Transcript
Triggers when a new call or voicemail transcript is added to Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Smart View IDRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCustom Activity V 2 Instructions
Custom Activity TypeRequired
Filled-in fields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Direction
Template ID
User ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Status ID
Old Status ID
Trigger on Lead Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Object TypeRequired
ActionRequired
User ID
Changed Fields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Status ID
New Status Type
Old Status ID
Old Status Type
Trigger on Opportunity Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workflow
ActionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Completed?
Assigned to User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead IDRequired
Address Label
Address 1
Address 2
City
State
Zipcode
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
MetricsRequired
Date RangeRequired
Users
groups
Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MetricsRequired
Date RangeRequired
Users
Groups
Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template IDRequired
Lead Smart View or (deprecated) Search QueryRequired
Exclude leads that already received this email templateRequired
Contact PreferenceRequired
Send Done EmailRequired
Email Acccount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Contact ID
Phone Number
Direction
Duration
Text
Recording URL
User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Custom Activity TypeRequired
Created By User
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Contact
StatusRequired
Date Created
Date Scheduled
To
Cc
Bcc
Subject
Body Text
Body HTML
Template
Follow-Up Date
Email Account ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email AddressRequired
RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Text TypeRequired
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Report breakdownRequired
PipelineRequired
Report typeRequired
Report Period (range)
Report Period (dates)
Created Period (range)
Created Period (dates)
Comparison Period (range)
Comparison Period (dates)
Comparison Period (custom dates)
Smart View
Users or Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
StatusRequired
Confidence
Value
Value Period
Close Date
Note
User
Contact ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
WorkflowRequired
Send emails from
Assign calls to
Send SMS from
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Contact ID
Date Created
StatusRequired
Date Scheduled
Local PhoneRequired
Remote PhoneRequired
Text
Template
SourceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assigned To
LeadRequired
Date
TextRequired
Is Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Name
Title
Email Addresses
Phone Numbers
Urls
Add to or Replace
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Object IDRequired
Custom Object TypeRequired
Custom Object Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note IDRequired
Text TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubscriptionRequired
ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Assigned To
Text
Date
Is Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Direction
Note
User ID
Date Range
Find First Call on Lead
Lead ID
Or Search by Call ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Contact Name
Contact Title
Contact Email
Contact Phone
Lead ID
Search by Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Custom Object TypeRequired
Lead ID
Custom Object Name
Search by Custom Object ID
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany Name
Company Name Matching
Company URL
Email
Phone
Or Search by Lead ID
Or Use a Custom Search Query
ActionThis is an event a Zap performs.SearchFind existing data in your appNote Contains Words Starting With...
Lead ID
Or Search by Note ID
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkflow
Contact ID
Lead ID
ActionThis is an event a Zap performs.SearchFind existing data in your appFull Name
Email
Or Search by User ID
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom Activity TypeRequired
Status
LeadRequired
Search by Custom Activity ID
Custom Activity TypeRequired
Created By User
StatusRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCompany Name
Company Name Matching
Company URL
Email
Phone
Or Search by Lead ID
Or Use a Custom Search Query
Company Name
Description
URL
Status
Contact Name
Contact Title
Contact Office Email
Contact Direct Email
Contact Home Email
Contact Other Email
Contact Office Phone
Contact Direct Phone
Contact Mobile Phone
Contact Home Phone
Contact Fax Phone
Contact Other Phone
Contact URL
Address Label
Address Street 1
Address Street 2
Address City
Address State
Address ZIP Code
Address Country
Note
Text
Note
Task Text
Task Due Date
Task Assignee
Note
Opportunity Status
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Date
Opportunity Note
Opportunity User
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOpportunity Status ID
Opportunity Status Type
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Close Date
Opportunity User
Opportunity Note
LeadRequired
Or Search by Opportunity ID
StatusRequired
Confidence
Value
Value Period
Close Date
Note
User
Contact ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Close
Related categories
About Slack
Related categories
Related Zap Templates
- Generate Close leads from new Calendly invitees
- Send new Typeform entries to Close as leads
- Get Slack notifications for new Close leads
- Create leads in Close from new OnceHub bookings
- Add new TikTok Lead Generation leads to Close
- Send newly-updated Google Sheets rows to Close as leads
- Create new Close leads from new Jotform submissions
- Create Close leads from new contacts added to lists in ActiveCampaign
- Send funnel events to Facebook Conversions from Close
- Send Slack channel messages for new opportunities in specific status in Close
- Forward an incoming Close SMS message to another phone number
- Post Slack messages for new Close opportunities
- Send new Close leads to Mailchimp
- Create Close contacts from new Facebook Lead Ads leads
- Create leads in Close from new Unbounce form submissions
- Create leads in Close for new events in Instantly
- Create leads in Close for new contacts in Apollo
- Get Gmail emails for new SMS messages in Close
- Create new Close leads from new Typeform entries
- Add Google Ads offline conversions for new Close opportunities in a status
- Add new Close contacts to Mailchimp as subscribers
- Create Close leads for new Gravity Forms submissions
- Send new opportunity statuses on Close to Google Ads as offline conversions
- Create new Close leads from new Wix forms
- Find leads and update opportunities in Close when new envelopes are sent or completed in DocuSign
- Add new Close contacts to Google Contacts
- Run Close.io activity reports on demand and post to a Slack channel
- Create Close leads from new submissions in Jotform
- Create detailed events in Google Calendar for new tasks in Close
- Create leads in Close from new SavvyCal events
- Create new leads in Close for every new invitee in Calendly
- Create new Close leads from Google Forms responses
- Create leads in Close from new contacts in Ontraport
- Upload new call recordings in Close to Fireflies.ai
- Create new Close leads from new Apollo contacts
- Create Close leads from new Jotform submissions with addresses
- Add contacts to a Google Ads customer list for new contacts on Close
- Share updates from Close as funnel events to Facebook Conversions
- Create new opportunities in Close for every new invitee in Calendly
- Create new Close contacts from new Onepage leads
- Send offline conversions in Google Ads for new leads in Close
- Post Slack messages for new Close tasks
- Update new Close leads with personal and company data from Clearbit
- Create new leads in Close from new or updated Google Forms responses
- Create DocuSign signature requests for new or updated Close custom activities
- Add new OnceHub contacts as Close leads
- Update leads in close when opportunities reach a new status
- Create PandaDoc documents for new or updated Close custom activities
- Create Close leads from new Gmail emails
- Create offline conversions in Google Ads for new Close opportunities
- Update opportunities in Close when envelopes are signed in DocuSign
- Create leads in Close for new Stripe subscriptions
- Send offline conversions in Google Ads for new contacts in Close
- Add new Woodpecker tasks to Close
- Create new contacts in Close from Instantly events
- Create or update ActiveCampaign contacts for new leads in Close status
- Create leads in Close from new LinkedIn Ads lead gen form responses
- Create or update OpenPhone contacts from new Close opportunities
- Update Close opportunities from new or updated Google Sheets rows
- Create Close leads from new Proposify proposals
- Create leads in Close for new form submissions in FunnelCockpit
- Add new Close emails to Google Sheets as spreadsheet rows
- Create new leads in Close when contacts are identified in ClickFunnels
- Create new Close leads from new Perspective funnels
- Create leads in Close from new contacts in Mojo groups
- Create weekly exports in Close with Schedule by Zapier trigger
- Create leads in Close for new contacts in RocketReach
- Send Slack direct messages for new tasks in Close
- Create new opportunities in Close when opportunities reach a specific status
- Create new leads in Close from Perspective's funnel-generated leads
- Log weekly opportunity reports from Close.io in Google Sheets
- Manage new opportunities status in Close by adding or updating contacts in Brevo
- Create new Close leads from VideoAsk responses for efficient lead management
- Send messages in TimelinesAI chats when new leads appear in Close smart view
- Find or create leads in Close for new activity in ClickFunnels
- Add new Close tasks to Todoist
- Create leads in Close from new Squarespace form submissions
- Send sms for new Close leads through SMS by Zapier
- Update Close opportunities whenever new Tally submissions are received
- Send outbound emails with Email by Zapier when new leads are added in Close
- Add new Close CRM contacts to Superchat contact lists
- Send WhatsApp Notifications messages when new sms appear in Close
- Create new MOCO companies from updated Close leads in status
- Add new Wufoo entries to Close as leads
- Create Close leads from new Ticketbud attendees
- Create Close leads from new Pardot prospects
- Create Process Street workflow run for Close opportunities
- Add new Process Street workflow run as Close tasks
- Add Close leads to Repsly
- Add new Repsly clients to Close
- Send new Wufoo entries to Close as opportunities
- Add Close leads from emails parsed by Zapier
- Add new CallRail calls to Close as leads
- Create Close leads from new emails in Gmail
- Send emails via Gmail for new Close opportunities
- Trigger events on Drip for new Close leads
- Send new Close leads to Google Contacts
- Create leads in Close for new transcripts on Olark
- Create leads on Close for new submissions on FormKeep
- Add Close leads from new LiveChat chats
Related Zap Templates
- Generate Close leads from new Calendly invitees
- Create leads in Close from new OnceHub bookings
- Create new Close leads from new Jotform submissions
- Send Slack channel messages for new opportunities in specific status in Close
- Send new Close leads to Mailchimp
- Create leads in Close for new events in Instantly
- Create new Close leads from new Typeform entries
- Create Close leads for new Gravity Forms submissions
- Find leads and update opportunities in Close when new envelopes are sent or completed in DocuSign
- Create Close leads from new submissions in Jotform
- Create new leads in Close for every new invitee in Calendly
- Upload new call recordings in Close to Fireflies.ai
- Add contacts to a Google Ads customer list for new contacts on Close
- Create new Close contacts from new Onepage leads
- Update new Close leads with personal and company data from Clearbit
- Add new OnceHub contacts as Close leads
- Create Close leads from new Gmail emails
- Create leads in Close for new Stripe subscriptions
- Create new contacts in Close from Instantly events
- Create or update OpenPhone contacts from new Close opportunities
- Create leads in Close for new form submissions in FunnelCockpit
- Create new Close leads from new Perspective funnels
- Create leads in Close for new contacts in RocketReach
- Create new leads in Close from Perspective's funnel-generated leads
- Create new Close leads from VideoAsk responses for efficient lead management
- Add new Close tasks to Todoist
- Update Close opportunities whenever new Tally submissions are received
- Send WhatsApp Notifications messages when new sms appear in Close
- Create Close leads from new Ticketbud attendees
- Add new Process Street workflow run as Close tasks
- Send new Wufoo entries to Close as opportunities
- Create Close leads from new emails in Gmail
- Send new Close leads to Google Contacts
- Add Close leads from new LiveChat chats
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- Send new Typeform entries to Close as leads
- Add new TikTok Lead Generation leads to Close
- Create Close leads from new contacts added to lists in ActiveCampaign
- Forward an incoming Close SMS message to another phone number
- Create Close contacts from new Facebook Lead Ads leads
- Create leads in Close for new contacts in Apollo
- Add Google Ads offline conversions for new Close opportunities in a status
- Send new opportunity statuses on Close to Google Ads as offline conversions
- Add new Close contacts to Google Contacts
- Create detailed events in Google Calendar for new tasks in Close
- Create new Close leads from Google Forms responses
- Create new Close leads from new Apollo contacts
- Share updates from Close as funnel events to Facebook Conversions
- Send offline conversions in Google Ads for new leads in Close
- Create new leads in Close from new or updated Google Forms responses
- Update leads in close when opportunities reach a new status
- Create offline conversions in Google Ads for new Close opportunities
- Send offline conversions in Google Ads for new contacts in Close
- Create or update ActiveCampaign contacts for new leads in Close status
- Update Close opportunities from new or updated Google Sheets rows
- Add new Close emails to Google Sheets as spreadsheet rows
- Create leads in Close from new contacts in Mojo groups
- Send Slack direct messages for new tasks in Close
- Log weekly opportunity reports from Close.io in Google Sheets
- Send messages in TimelinesAI chats when new leads appear in Close smart view
- Create leads in Close from new Squarespace form submissions
- Send outbound emails with Email by Zapier when new leads are added in Close
- Create new MOCO companies from updated Close leads in status
- Create Close leads from new Pardot prospects
- Add Close leads to Repsly
- Add Close leads from emails parsed by Zapier
- Send emails via Gmail for new Close opportunities
- Create leads in Close for new transcripts on Olark
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- Get Slack notifications for new Close leads
- Send newly-updated Google Sheets rows to Close as leads
- Send funnel events to Facebook Conversions from Close
- Post Slack messages for new Close opportunities
- Create leads in Close from new Unbounce form submissions
- Get Gmail emails for new SMS messages in Close
- Add new Close contacts to Mailchimp as subscribers
- Create new Close leads from new Wix forms
- Run Close.io activity reports on demand and post to a Slack channel
- Create leads in Close from new SavvyCal events
- Create leads in Close from new contacts in Ontraport
- Create Close leads from new Jotform submissions with addresses
- Create new opportunities in Close for every new invitee in Calendly
- Post Slack messages for new Close tasks
- Create DocuSign signature requests for new or updated Close custom activities
- Create PandaDoc documents for new or updated Close custom activities
- Update opportunities in Close when envelopes are signed in DocuSign
- Add new Woodpecker tasks to Close
- Create leads in Close from new LinkedIn Ads lead gen form responses
- Create Close leads from new Proposify proposals
- Create new leads in Close when contacts are identified in ClickFunnels
- Create weekly exports in Close with Schedule by Zapier trigger
- Create new opportunities in Close when opportunities reach a specific status
- Manage new opportunities status in Close by adding or updating contacts in Brevo
- Find or create leads in Close for new activity in ClickFunnels
- Send sms for new Close leads through SMS by Zapier
- Add new Close CRM contacts to Superchat contact lists
- Add new Wufoo entries to Close as leads
- Create Process Street workflow run for Close opportunities
- Add new Repsly clients to Close
- Add new CallRail calls to Close as leads
- Trigger events on Drip for new Close leads
- Create leads on Close for new submissions on FormKeep